Osterville Rotary Foundation Inc
Nonprofit profile at a glance
- EIN
- 812927119
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2015
- Location
- Osterville, MA, USA
- Phone
- 5084281677
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Philanthropy, Charity, Voluntarism Promotion
Reported finances
- Revenue
- $66,016
- Expenses
- $52,104
- Assets
- $49,523
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
People named in this filing
- CARIE CARNEY (TREASURER)
- REBECCA RICHARDSON (CLERK)
- ELIZABETH GRUNDY (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote charitable and educational purposes and to serve the public and assist in community and societal betterment.
Operating model
- Revenue model
- Other-operating. 77% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 82
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.9%; rating input score 79
- Program expense ratio: 99.9%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 21.1%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 0.95; rating input score 45; 45th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 9.3% per year; rating input score 100; 71st percentile among comparable filings
- Revenue growth: 1.5% per year; rating input score 100; 58th percentile among comparable filings
- Asset growth: 0.6% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: 78.9% of revenue deployed · 99.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $52K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.